Abound Wealth Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Abound Wealth Management’s Portfolio MGC Stock Details MGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.9K	Hold	47	–	–	﹤0.01%	437
2026 Q1	$11.1K	Hold	47	–	–	﹤0.01%	520
2025 Q4	$11.8K	Hold	47	–	–	﹤0.01%	472
2025 Q3	$11.5K	Buy	47 +21	+81%	+$4.91K	﹤0.01%	462
2025 Q2	$5.85K	Sell	26 -32	-55%	-$6.62K	﹤0.01%	539
2025 Q1	$11.7K	Buy	58 +32	+123%	+$6.82K	﹤0.01%	382
2024 Q4	$5.53K	Buy	26 +23	+767%	+$4.89K	﹤0.01%	502
2024 Q3	$622	Buy	+3	New	+$599	﹤0.01%	829
2023 Q3	–	Sell	-16	Closed	-$2.5K	–	1202
2023 Q2	$2.5K	Buy	+16	New	+$2.36K	﹤0.01%	612

Other funds holding MGC

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Abound Wealth Management's MGC Position: Q2 2026 in Review

Abound Wealth Management held its Vanguard Mega Cap 300 Index ETF (MGC) position steady in Q2 2026 at 47 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Abound Wealth Management first reported a position in MGC in Q2 2023 and has held it in 9 quarters since. 96 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Abound Wealth Management held 47 shares of Vanguard Mega Cap 300 Index ETF worth $12.9K as of Q2 2026.
Abound Wealth Management left its Vanguard Mega Cap 300 Index ETF share count unchanged in Q2 2026.
Vanguard Mega Cap 300 Index ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #437 holding.
Abound Wealth Management first reported a position in Vanguard Mega Cap 300 Index ETF in Q2 2023 and has held it in 9 quarters since.
96 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.